Morningstar

Lazard Japanese Equity ETF JPY

Morningstar Medalist Rating
Medalist Rating as of | See Lazard Investment Hub

Morningstar’s Analysis JPY

Will JPY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JPY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JPY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JPY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lazard Japanese Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings JPY

More JPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Recruit Holdings Co Ltd

5.72 5M
Communication Services

Mitsubishi UFJ Financial Group Inc

5.25 4M
Financial Services

Sumitomo Mitsui Financial Group Inc

4.24 4M
Financial Services

Hitachi Ltd

3.75 3M
Industrials

Sony Group Corp

3.66 3M
Technology

Tokio Marine Holdings Inc

3.31 3M
Financial Services

Mizuho Financial Group Inc

3.31 3M
Financial Services

Tokyo Electron Ltd

2.78 2M
Technology

Takeda Pharmaceutical Co Ltd

2.52 2M
Healthcare

Keyence Corp

2.43 2M
Technology

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